Direct Loan Analysis Report

You can use the Direct Loan Analysis report to generate a detailed analysis of the Direct loan activity at your institution. The report also includes a summary page of statistics about your institution's Direct loans.

If you frequently generate reports with the same selection criteria, you can save the selection criteria under a name. This makes it easier to create reports in the future with the same selection criteria.

Prerequisites

You must have: 

  • Common - Reports - View authorization

  • Either Reports - Financial Aid - Direct Loan Analysis or Financial Aid - All Reports authorization (All Reports provides authorization to view all reports for Financial Aid.) 

To configure the timeout duration for the Export to Excel button, your institution must have configured Export to Excel Timeout in SecondsClosed Enter the Timeout Value in seconds (0-900) for all the SSRS Export to Excel. The timeout duration for PDF export has been extended from 15 minutes. The timeout duration for SSRS Report Timeout has been extended from 20 minutes. under Settings > System > General.

Access Method

Select the Reports tile > expand Financial Aid > select Direct Loan Analysis Report.

Procedure to Generate the Report

  1. Specify the data selection criteria.

    Award YearClosed The financial aid award year associated with the record.

    Book StatusClosed Select the status at COD. The options are Booked, Unbooked, and Include All (default). Booked indicates that the COD has accepted and acknowledged the origination, first disbursement, and promissory notes. Until this occurs, the status is Unbooked.

    Book DateClosed Specify the date range when the loan was booked at COD. From and To

    CampusesClosed The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.

    Campus GroupsClosed The group you specified for the campus. Your institution configures the groups for campuses.

    Credit DecisionClosed Select one or multiple options from the drop-down list. The options are: (A) - Credit approved; (N) - Credit denied; need endorser; (C) - Credit overridden; new credit information provided; (E) - Credit overridden; endorser OK; (D) - Credit denied; endorser not OK; (F) - Credit denied; credit decision received from the COD system Web site; (X) - Credit pending; Include All;

    Direct Loan IDClosed Specify the search criteria for the Direct Loan ID Value using one of the following options: - Equal to; - Not Equal to; - Greater than; - Less than; - Between; - Like; - Include All (default).

    Direct Loan ID ValueClosed The ID assigned to the loan by COD.

    Fund SourcesClosed Select the fund sources. The list of fund sources includes only Direct Loan type fund sources based on your selection in the Fund Source Type field (Direct Subsidized Loan, Direct Unsubsidized Loans, or Direct PLUS Loans).

    Fund Source TypeClosed Select the Direct loan type. The options are:  Direct Subsidized Loans  Direct Unsubsidized Loans  Direct PLUS Loans

    Load Saved CriteriaClosed Select the saved criteria you want to load in the selection criteria fields.

    Origination DateClosed Specify the date range when the loan was originated. The default in the Origination Date From field is 01/01/1900. The default in the Origination Date To field is 12/31/2100. From and To

    Origination StatusClosed Select the origination status for which you want to generate the report. The options are Accepted, Batched, Error/Rejected, Not Ready, Ready to Send, and Include All (default).

    Prom Note StatusClosed Select the status of the promissory note for the Direct loan. The values are Closed, Ready to print, Signed, Accepted by COD, Inactive, Rejected, and Include All (default).

    Student ID to PrintClosed Indicates whether you want to include the Student ID, Social Security Number, Enrollment Number, or None. Note: The ID is printed for each student selected for the report. Most reports have all three student IDs available to print on the report. The SSN is required on some reports. You must be authorized to view social security numbers (SSNs) and to select SSNs in the list. Reports about leads (prospects) do not have an Enrollment ID. The ID selection is not used for reports that do not list individual students.

Take the appropriate action.

Task Action to Take
View the report

  1. Select the View Report button. Anthology Student displays the generated report.
Export the report

  1. Select the Export to Excel button. Anthology Student displays the Export Report Data dialog.

  2. Review, specify, or change the following value.

    Export File NameClosed The name of the item (e.g., data set, batch, job, process, task, person, organization, entity, file).

  3. Select the Export button.

Anthology Student exports the generated report as a CSV file, which may be viewed in Excel. In some cases, the exported file will contain additional data not displayed in the report on your screen.

If you entered special characters like *, -, !, (, or ) in the report fields, Anthology Student automatically prepends an apostrophe to those field values upon export to Excel or CSV. The apostrophe is added to reduce vulnerability, as these characters are perceived by Excel as an actionable formula. Once the report is exported to Excel, Anthology suggests using find and replace on the characters only if necessary to restore original values.
Save the selection criteria

  1. Select the Save Criteria button. Anthology Student displays the Save Criteria dialog.

  2. Specify the name to save the criteria.

  3. Select the Save button. Anthology Student saves the selection criteria for the report.
Delete the selection criteria

  1. Select the Delete Saved Criteria button. Anthology Student displays the Delete Criteria dialog.

  2. Select the Delete button. Anthology Student deletes the selected saved criteria for the report.

You can also save to a student group. For more information, refer to Create or Update a Student Group Using a Report.

Details for the Report

In the report:

  • By default, the report details are sorted by Student Name

  • The Report Total Summary page is displayed at the end

    DL Analysis Report Summary

 

This feature applies to U.S. compliance only.